LNC

Lincoln National Corp Portfolio holdings

AUM $3.51B
1-Year Est. Return 9.46%
This Quarter Est. Return
1 Year Est. Return
+9.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.1M
3
+$10.8M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$8.92M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.53M

Top Sells

1
+$12.2M
2
+$9.29M
3
+$6.47M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.3M
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$4.52M

Sector Composition

1 Technology 4.93%
2 Healthcare 2.65%
3 Financials 2.61%
4 Consumer Staples 2.21%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.29M 0.03%
52,052
-7,255
302
$1.29M 0.03%
9,481
+525
303
$1.26M 0.03%
3,931
-17
304
$1.25M 0.03%
12,227
-881
305
$1.25M 0.03%
39,228
+18,571
306
$1.24M 0.03%
60,288
-19,095
307
$1.24M 0.03%
42,603
-2,566
308
$1.24M 0.03%
20,175
+7,979
309
$1.24M 0.03%
17,573
+71
310
$1.23M 0.03%
10,809
+1,454
311
$1.22M 0.03%
80,883
+9,909
312
$1.22M 0.03%
7,672
-393
313
$1.21M 0.03%
39,491
-37,439
314
$1.21M 0.03%
25,902
+5,212
315
$1.2M 0.03%
83,540
-74,393
316
$1.2M 0.03%
11,366
+1,958
317
$1.2M 0.03%
485
+96
318
$1.19M 0.03%
9,087
+2,780
319
$1.19M 0.03%
4,494
-86
320
$1.18M 0.03%
7,212
+3,731
321
$1.18M 0.03%
39,478
-24
322
$1.17M 0.03%
2,998
+741
323
$1.17M 0.03%
13,741
+561
324
$1.16M 0.03%
+44,175
325
$1.14M 0.03%
22,560
+665
11 12
13
14 15